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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
+8.61%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$79.8B
AUM Growth
+$6.14B
Cap. Flow
+$1.59B
Cap. Flow %
1.99%
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303

Top Buys

Rank Stock Value
1
PLPC icon
Preformed Line Products
PLPC
+$101M
2
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$95.9M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$89.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.1M
5
META icon
Meta Platforms (Facebook)
META
+$64.4M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$59.6M
2
CLX icon
Clorox
CLX
+$49.7M
3
V icon
Visa
V
+$43.7M
4
QLTY icon
GMO US Quality ETF
QLTY
+$40.4M
5
GLD icon
SPDR Gold Trust
GLD
+$40M

Sector Composition

Rank Sector Weight
1 Technology 13.55%
2 Financials 10.31%
3 Consumer Discretionary 5.93%
4 Industrials 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RGTI icon
2026
Rigetti Computing
RGTI
$4.71B
$961K ﹤0.01%
81,002
+17,044
+27% +$180K
UTHR icon
2027
United Therapeutics
UTHR
$26.4B
$960K ﹤0.01%
3,341
-17,021
-84% -$5.09M
SYBT icon
2028
Stock Yards Bancorp
SYBT
$2.47B
$959K ﹤0.01%
+12,137
New +$887K
USEP icon
2029
Innovator US Equity Ultra Buffer ETF September
USEP
$147M
$958K ﹤0.01%
25,999
– –
OIH icon
2030
VanEck Oil Services ETF
OIH
$2.01B
$958K ﹤0.01%
4,161
+216
+5% +$48.5K
ACNT icon
2031
Ascent Industries
ACNT
$140M
$955K ﹤0.01%
75,769
-1,962
-3% -$25K
ACI icon
2032
Albertsons Companies
ACI
$5.57B
$954K ﹤0.01%
44,349
+6,368
+17% +$139K
MOO icon
2033
VanEck Agribusiness ETF
MOO
$1B
$954K ﹤0.01%
12,956
-3,187
-20% -$224K
HOLX
2034
DELISTED
Hologic
HOLX
$952K ﹤0.01%
14,607
-1,177
-7% -$70.5K
PBA icon
2035
Pembina Pipeline
PBA
$29.3B
$951K ﹤0.01%
25,346
-1,025
-4% -$38.7K
PDX
2036
PIMCO Dynamic Income Strategy Fund
PDX
$954M
$951K ﹤0.01%
38,568
-1,186
-3% -$27K
SDOG icon
2037
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
$951K ﹤0.01%
16,537
-292
-2% -$16.3K
SMG icon
2038
ScottsMiracle-Gro
SMG
$4.14B
$949K ﹤0.01%
14,390
-6,056
-30% -$350K
FXD icon
2039
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
$945K ﹤0.01%
14,890
-11,729
-44% -$695K
HALO icon
2040
Halozyme
HALO
$9.92B
$943K ﹤0.01%
18,131
-6,263
-26% -$356K
ONTO icon
2041
Onto Innovation
ONTO
$11.5B
$943K ﹤0.01%
9,340
-4,813
-34% -$514K
GFEB icon
2042
FT Vest US Equity Moderate Buffer ETF February
GFEB
$377M
$942K ﹤0.01%
24,157
– –
IPAC icon
2043
iShares Core MSCI Pacific ETF
IPAC
$2.6B
$939K ﹤0.01%
13,670
+969
+8% +$63K
SILA
2044
DELISTED
Sila Realty Trust
SILA
$939K ﹤0.01%
39,658
-3,526
-8% -$88.9K
NNN icon
2045
NNN REIT
NNN
$9.45B
$939K ﹤0.01%
21,736
+4,334
+25% +$180K
LDRT
2046
iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
$140M
$937K ﹤0.01%
37,071
-7,202
-16% -$182K
ARKF icon
2047
ARK Blockchain & Fintech Innovation ETF
ARKF
$733M
$936K ﹤0.01%
18,628
-1,863
-9% -$73.4K
LUMN icon
2048
Lumen
LUMN
$6.14B
$930K ﹤0.01%
212,410
-39,045
-16% -$151K
NUKZ icon
2049
Range Nuclear Renaissance Index ETF
NUKZ
$749M
$925K ﹤0.01%
16,351
+7,462
+84% +$343K
ETHE
2050
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$924K ﹤0.01%
44,311
-23,763
-35% -$433K
80 81
82
83 84

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HighTower Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, HighTower Advisors held 4,055 positions worth $79.8B, up 8.3% from $73.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

HighTower Advisors's Q2 2025 filing shows 333 new, 1,586 increased, 1,641 reduced and 303 closed positions. Its largest new stake was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M. The largest sale was UnitedHealth, an estimated $59.6M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

  • HighTower Advisors's largest Q2 2025 buy was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M.
  • HighTower Advisors added most to Preformed Line Products in Q2 2025, an estimated $101M increase.
  • HighTower Advisors's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $59.6M.
  • HighTower Advisors fully exited Simplify US Equity PLUS Downside Convexity ETF in Q2 2025, selling an estimated $14.5M.
  • HighTower Advisors's ten largest holdings make up 18% of its $79.8B portfolio in Q2 2025.
  • HighTower Advisors opened 333 new positions and closed 303 in Q2 2025.
  • HighTower Advisors's portfolio value rose 8.3% quarter-over-quarter to $79.8B.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.